Insurance Advisor, Commercial Lines
2 days ago
We are seeking a skilled Client Advisor to support our commercial insurance team. As a key member of our team, you will provide exceptional support to our clients, processing policy documents, invoicing premiums, and preparing cover letters and certificates of insurance.
About UsAcera Insurance Services Ltd. is a leading Canadian brokerage with a strong commitment to excellence and customer service. Our employee-owned structure allows us to offer a unique and collaborative work environment, where our people are empowered to make a real difference.
Key Responsibilities- Process policy documents, invoices, and certificates of insurance
- Prepare cover letters and schedules
- Manage file documentation and maintain accurate records
- Provide exceptional customer service and support to clients
- 2+ years of experience in commercial insurance with a strong working knowledge of products
- Experience in an insurance brokerage
- Alberta Level 2 License
- CIP or CAIB designation, or working towards is considered an asset
- High degree of professionalism and integrity
- Committed to excellence in customer service and builds strong relationships with clients
- Sales and growth focused, results driven
- Skilled user of the Microsoft Office Suite of products
- Experience with insurance document management software is an asset
- Demonstrated accountability and reliability in the quality and timeliness of work
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently and able to adjust to tight and changing deadlines
- Critical thinker with strong attention to details
Acera Insurance Services Ltd. is a leading Canadian brokerage with a strong commitment to excellence and customer service. Our employee-owned structure allows us to offer a unique and collaborative work environment, where our people are empowered to make a real difference.
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